MT
CFP
MT
CFP

Michael Clark Troy

11 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$125.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael owns 18% of non-voting stock in Troy Enterprises, an S-Corp owning rental properties and undeveloped land. He advises the firm's controlling shareholder, spending minimal time on this business.

Employment History
Current Registrations
Red Reef Advisors LLC
June 2016 - Present · 9 yrs 8 mos
Previous Registrations
Davis Wealth Management
June 2014 - June 2016 · 2 yrs
Bull City Advisors, LLC
February 2013 - August 2013 · 6 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Michael Clark Troy - Financial Advisor | TrueAdvisor